A dated rule that allows or blocks items or item groups for one sales executive, optionally narrowed to a selling company, selling company group, branch, customer or customer group. Take Order reads these rules, together with the selling company's store, to decide which products the executive may sell: only rows naming the executive's resource, in date today, whose every filled condition matches the order context are used. A blank condition matches anything. Among matching rows that name an item or item group, a block always wins over an allow, and one allow row switches the executive to an allow list for that context; Is Allowed left blank means not stated and neither allows nor blocks. A row naming no item and no item group does not change the catalogue. The scope is resolved on the server, so the executive needs no read access to the rows. Rows are not moved or copied when a partner's business is transferred. Hidden when the organization does not run multiple companies.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountGroupId | Account Group | Lookup → AccountGroup | | A group of customers; the rule matches when the customer is an active member of the group. Separate from Partner Account Group, which groups selling companies. |
AccountId | Account | Lookup → Account | | The customer the order is for; blank matches any customer. The lookup lists only active customer accounts. A filled value cannot match when Take Order is opened without a customer. |
BranchId | Branch | Lookup → Branch | | The selling branch the rule applies to; blank matches any branch. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
FromDate | From Date | Date | | First day the rule applies, inclusive. Required on the standard forms; a row with no From Date applies from the beginning. |
Id | Id | Guid | Yes | |
IsAllowed | Is Allowed | Boolean, inactive | | Yes allows the matched items, No blocks them and a block always wins. Blank means not stated: the row neither allows nor blocks. Inactive in the standard data model and not on the standard forms. |
ItemGroupId | Item Group | Lookup → ItemGroup | | A group of items the rule allows or blocks; it covers the group's active member items. Required when editing in the standard record layout. |
ItemId | Item | Lookup → Item | | One item the rule allows or blocks. A row with no Item and no Item Group does not change the catalogue. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The record's document number, generated on save from the PAM series. It does not describe what the row maps. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountGroupId | Partner Account Group | Lookup → AccountGroup | | A group of selling companies; the rule matches when the selling company is an active member of the group. Separate from Account Group, which groups customers. |
PartnerAccountId | Partner Account | Lookup → Account | | The selling company the rule applies to; blank matches any company. The lookup lists only active partner accounts. Not the customer, which is Account. |
PartnerAccountMappingId | Partner Account Mapping | Lookup → PartnerAccountMapping | | A link to another partner account mapping. Not used by any built-in process. |
RecordTypeId | Record Type | Guid, hidden | | |
RequestedQuantity | Requested Qty | Number | | A calculated number field with no business meaning. Not used by any built-in process. |
ResourceId | Resource | Lookup → Resource, inactive | | The sales executive the rule governs. Take Order's selling scope reads only rows naming the executive's own active resource. Inactive in the standard data model and not on the standard forms. |
ToDate | To Date | Date | | Last day the rule applies, inclusive. Blank means the rule never expires. Set it to end a rule while keeping it as history. |
UIProps | UI Props | Text | | Stores display settings for the record. Not shown to users. |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | List Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit In Page |
EditListHeader | Edit | EditInline | Edit in list header. |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
NewInline | New | NewInline | Inline New |
RowServerAction | Row Action | ServerAction | Sample |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Customer Account Filter | AccountId | CustomerAccountFilter |
| Partner Account Filter | PartnerAccountId | PartnerAccountFilter |
